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Data / Investment advisers / Private funds / New Jersey

Investment advisers in New Jersey that manage private funds: 164 firms

164 investment advisers with a main office in New Jersey report 1,231 private funds in Form ADV item 7.B.(1), in the SEC's file of November 2, 2026. The adviser with the most is Pgim, Inc.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 164Advisers
  • 1,231Private funds
  • 55Exempt reporting advisers
  • $329 billionGross assets of private funds
  • November 2, 2026File date

Advisers by private funds

Ranked by the number of private funds the adviser reports in Form ADV item 7.B.(1). Each row links to the firm page where it has one, and to its SEC record.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Pgim, Inc.NewarkNJ1713829Not listed6$130.06 billion$1.13 trillionadviserinfo.sec.gov
PathstoneEnglewoodNJ1612484823$13.66 billion$110.30 billionadviserinfo.sec.gov
Onex Credit Partners, LLCEnglewood CliffsNJ6881Not listedNot listed$29.09 billion$30.14 billionadviserinfo.sec.gov
EcpSummitNJ53Not listed53Not listedNot listed$26.77 billion$33.39 billionadviserinfo.sec.gov
Blackrock Investment Management, LLCPrincetonNJ49343Not listedNot listed$3.87 billion$676.69 billionadviserinfo.sec.gov
Cre Venture Capital, Inc.MahwahNJ31Not listedNot listed31Not listed$417.4 million$404.6 millionadviserinfo.sec.gov
Zais GroupHolmdelNJ2641Not listedNot listed$3.96 billion$5.26 billionadviserinfo.sec.gov
Himco, LLCMorristownNJ24Not listedNot listedNot listed24$496.6 million$725.7 millionadviserinfo.sec.gov
Network 1 Financial Fund Advisors, LLCRed BankNJ24Not listed24Not listedNot listed$127.5 millionNot listedadviserinfo.sec.gov
Prysm Capital, L.P.PrincetonNJ21Not listed21Not listedNot listed$6.86 billion$6.86 billionadviserinfo.sec.gov
Conversant Capital LLCSummitNJ2119Not listed9$3.12 billion$3.12 billionadviserinfo.sec.gov
Amerra Capital Management, LLCEnglewoodNJ20Not listed20Not listedNot listed$610.4 million$610.4 millionadviserinfo.sec.gov
Sosv Investments LLC (F/K/A Sosventures LLC)PrincetonNJ18Not listedNot listed18Not listed$1.35 billionNot listedadviserinfo.sec.gov
Chatham Asset Management, LLCChathamNJ173Not listedNot listedNot listed$11.53 billion$8.27 billionadviserinfo.sec.gov
Venture Investment AssociatesPeapackNJ14Not listed122Not listed$636.8 million$636.8 millionadviserinfo.sec.gov
Corebridge Institutional Investments (U.S.), LLCJersey CityNJ13Not listed13Not listedNot listed$4.98 billion$121.05 billionadviserinfo.sec.gov
Oze Capital LLCFlorham ParkNJ13Not listed13Not listedNot listed$185.5 million$213.7 millionadviserinfo.sec.gov
Transcend Capital Advisors, LLCMadisonNJ12Not listed12Not listedNot listed$360.5 million$2.91 billionadviserinfo.sec.gov
TSG Alpha Partners, LLCOld BridgeNJ12Not listed12Not listedNot listed$117.2 million$134.9 millionadviserinfo.sec.gov
House Holdings Management, LLCEnglewoodNJ12Not listedNot listed12Not listed$102.9 millionNot listedadviserinfo.sec.gov
Metlife Investment Management, LLCWhippanyNJ1128Not listedNot listed$5.54 billion$563.78 billionadviserinfo.sec.gov
Solus Alternative Asset Management LPSummitNJ1111Not listedNot listedNot listed$3.17 billion$3.19 billionadviserinfo.sec.gov
Circle Squared Alternative Investments, LLCMorristownNJ11Not listedNot listedNot listed11$103.7 millionNot listedadviserinfo.sec.gov
Worth Venture Partners, LLCFort LeeNJ109Not listed1Not listed$409.2 million$456.1 millionadviserinfo.sec.gov
Certum GroupNewarkNJ10Not listed10Not listedNot listed$275.6 million$275.6 millionadviserinfo.sec.gov
Jackson Rose Management LLCSeaside ParkNJ10Not listedNot listedNot listedNot listed$121.3 millionNot listedadviserinfo.sec.gov
Lord, Abbett & Co. LLCJersey CityNJ91Not listedNot listedNot listed$3.12 billion$270.39 billionadviserinfo.sec.gov
Sandalwood Securities, Inc.RoselandNJ91Not listedNot listedNot listed$1.37 billion$930.2 millionadviserinfo.sec.gov
Kabr Management, LLCEnglewoodNJ9Not listedNot listedNot listed9$642.3 million$642.3 millionadviserinfo.sec.gov
Forza Investment Group, LPSummitNJ88Not listedNot listedNot listed$4.53 billion$4.64 billionadviserinfo.sec.gov
Princeton Equity GroupPrincetonNJ8Not listed8Not listedNot listed$1.23 billion$1.72 billionadviserinfo.sec.gov
Union Grove Venture PartnersSummitNJ8Not listedNot listed8Not listed$471 million$634.9 millionadviserinfo.sec.gov
Skyview Investment Advisors, LLCShrewsburyNJ88Not listedNot listedNot listed$139.2 million$8.32 billionadviserinfo.sec.gov
Lumida Wealth Management LLCWayneNJ8Not listed8Not listedNot listed$64.2 million$132.8 millionadviserinfo.sec.gov
Bergamot Asset Management LPPrincetonNJ8Not listed8Not listedNot listed$21.6 million$106.5 millionadviserinfo.sec.gov
Concord Management Services, LLCSummitNJ7Not listed7Not listedNot listed$301 million$301 millionadviserinfo.sec.gov
Soryn Ip Capital ManagementMillburnNJ7Not listed7Not listedNot listed$168.1 million$168.1 millionadviserinfo.sec.gov
Ridgewood InvestmentsSpringfieldNJ73Not listedNot listed3$39.7 million$419.2 millionadviserinfo.sec.gov
Landscape Capital Management LLCEnglewoodNJ642Not listedNot listed$2.76 billion$3.03 billionadviserinfo.sec.gov
Fidelis Investors, LLCCranfordNJ6Not listedNot listedNot listed6$452.2 million$1.38 billionadviserinfo.sec.gov
Evergreen Capital Associates LLCPlainsboroNJ66Not listedNot listedNot listed$257 million$243.6 millionadviserinfo.sec.gov
Veteri Place CorporationParsippanyNJ66Not listedNot listedNot listed$150.7 million$150.7 millionadviserinfo.sec.gov
Poet Advisors LLCHackensackNJ6Not listed6Not listedNot listed$83.2 millionNot listedadviserinfo.sec.gov
Atmanna Partners LLCShort HillsNJ6Not listedNot listedNot listedNot listed$28.8 millionNot listedadviserinfo.sec.gov
Harbourview Equity Partners, LLCNewarkNJ5Not listed5Not listedNot listed$3.04 billion$3.88 billionadviserinfo.sec.gov
Swander Pace CapitalBedminsterNJ5Not listed5Not listedNot listed$959.6 million$959.6 millionadviserinfo.sec.gov
New Vernon CapitalMorristownNJ54Not listedNot listed1$850.5 million$902.1 millionadviserinfo.sec.gov
Simon Quick Advisors, LLCMorristownNJ5Not listed1Not listedNot listed$421.1 million$9.01 billionadviserinfo.sec.gov
Stellar Management Partners LLCShort HillsNJ5Not listedNot listed5Not listed$338.4 millionNot listedadviserinfo.sec.gov
Blueprint Capital Advisors LLCShort HillsNJ5Not listedNot listedNot listedNot listed$253.9 million$1.79 billionadviserinfo.sec.gov
Egis Capital Partners LPSummitNJ5Not listed5Not listedNot listed$160.8 million$160.8 millionadviserinfo.sec.gov
Asset Management Consulting Services, Inc.LivingstonNJ51Not listedNot listedNot listed$124.3 million$144.2 millionadviserinfo.sec.gov
Domain Associates, LLCPrincetonNJ5Not listedNot listed5Not listed$117 millionNot listedadviserinfo.sec.gov
Augurey Capital Advisors, LLCIselinNJ5Not listed5Not listedNot listed$85.8 millionNot listedadviserinfo.sec.gov
Edgestream Partners, L.P.PrincetonNJ44Not listedNot listedNot listed$5.02 billion$4.89 billionadviserinfo.sec.gov
Jacobs Levy Equity ManagementFlorham ParkNJ44Not listedNot listedNot listed$3.67 billion$28.01 billionadviserinfo.sec.gov
Columbus Hill Capital Management, L.P.Short HillsNJ44Not listedNot listedNot listed$1.61 billion$1.61 billionadviserinfo.sec.gov
Leo Fund Services, LLCEdisonNJ412Not listedNot listed$252.3 million$151.3 millionadviserinfo.sec.gov
Pgim Quantitative SolutionsNewarkNJ4Not listedNot listedNot listedNot listed$228.5 million$110.95 billionadviserinfo.sec.gov
Seelaus Asset Management, LLCChathamNJ44Not listedNot listedNot listed$137.6 million$1.70 billionadviserinfo.sec.gov
Rembrandt Capital CorpMaplewoodNJ44Not listedNot listedNot listed$66.4 millionNot listedadviserinfo.sec.gov
Tech Council Ventures LLCSummitNJ4Not listedNot listed4Not listed$58.1 millionNot listedadviserinfo.sec.gov
Sidereal Capital GroupSummitNJ4Not listed4Not listedNot listed$54.1 millionNot listedadviserinfo.sec.gov
Mei Lin Capital LLCJersey CityNJ4Not listedNot listed1Not listed$23.7 millionNot listedadviserinfo.sec.gov
Shrewsbury River Capital LPRed BankNJ33Not listedNot listedNot listed$1.45 billion$757.5 millionadviserinfo.sec.gov
Alternative Capital Fund Management LLCEnglewood CliffsNJ3Not listed3Not listedNot listed$1.24 billion$1.24 billionadviserinfo.sec.gov
Hudson Cove Capital Management LLCJersey CityNJ312Not listedNot listed$1.21 billion$1.21 billionadviserinfo.sec.gov
Revolvercap Management, L.P.TeaneckNJ3Not listed3Not listedNot listed$1.05 billion$1.05 billionadviserinfo.sec.gov
Yorkville Advisors Global, LPMountainsideNJ321Not listedNot listed$900 million$900 millionadviserinfo.sec.gov
System 2 Advisors, L.P.SummitNJ33Not listedNot listedNot listed$860.7 million$912.9 millionadviserinfo.sec.gov
Faropoint Ventures, LLCHobokenNJ3Not listed3Not listedNot listed$780 million$780 millionadviserinfo.sec.gov
Poetic Group LLCHackensackNJ33Not listedNot listedNot listed$723.4 million$802.5 millionadviserinfo.sec.gov
Diadema Partners LPMorristownNJ33Not listedNot listedNot listed$337.6 million$397.9 millionadviserinfo.sec.gov
Tap Root Capital Management LPSummitNJ3Not listedNot listedNot listedNot listed$297.3 million$297.3 millionadviserinfo.sec.gov
Sage Residential Management LLCMorristownNJ3Not listedNot listedNot listedNot listed$290 million$444.1 millionadviserinfo.sec.gov
Aiga Capital Partners LLCJersey CityNJ3Not listed1Not listedNot listed$285.3 million$289.2 millionadviserinfo.sec.gov
Manteio Capital LLCJersey CityNJ32Not listedNot listedNot listed$259.7 million$492.7 millionadviserinfo.sec.gov
Credit Capital InvestmentsLivingstonNJ33Not listedNot listedNot listed$259.2 million$444 millionadviserinfo.sec.gov
2048 Ventures, LLCPrincetonNJ3Not listedNot listed3Not listed$225.6 millionNot listedadviserinfo.sec.gov
Grand Avenue Advisors LLCEnglewoodNJ3Not listedNot listedNot listedNot listed$126.8 millionNot listedadviserinfo.sec.gov
Summit Private Investments, Inc.SummitNJ33Not listedNot listedNot listed$122.1 millionNot listedadviserinfo.sec.gov
Wolf Forest Investment Management, LLCBasking RidgeNJ3Not listedNot listedNot listedNot listed$106.7 millionNot listedadviserinfo.sec.gov
Carapace Financial Advisors LLCBedminsterNJ3Not listedNot listedNot listedNot listed$37.7 million$106.5 millionadviserinfo.sec.gov
Oliver Luxxe Assets LLCGladstoneNJ3Not listedNot listedNot listedNot listed$37.1 million$1.00 billionadviserinfo.sec.gov
Sojourner Consumer Partners, LP.MorristownNJ3Not listed3Not listedNot listed$25.4 millionNot listedadviserinfo.sec.gov
Palisade Capital Management, LPFort LeeNJ33Not listedNot listedNot listed$7.3 million$3.86 billionadviserinfo.sec.gov
Appaloosa LPShort HillsNJ22Not listedNot listedNot listed$20.40 billion$20.40 billionadviserinfo.sec.gov
Watermark Group, Inc.PrincetonNJ22Not listedNot listedNot listed$3.82 billion$3.82 billionadviserinfo.sec.gov
Twin Oaks PartnersChathamNJ22Not listedNot listedNot listed$1.23 billion$1.23 billionadviserinfo.sec.gov
Shorebridge Capital Management, LLCSummitNJ2Not listedNot listedNot listedNot listed$735.1 million$735.1 millionadviserinfo.sec.gov
Seix Clo Management LLCPark RidgeNJ2Not listedNot listedNot listedNot listed$335.6 million$335.6 millionadviserinfo.sec.gov
Mercator PartnersPrincetonNJ22Not listedNot listedNot listed$332.7 million$297.6 millionadviserinfo.sec.gov
Gulfstream CM, LLCSummitNJ22Not listedNot listedNot listed$194.1 million$244.2 millionadviserinfo.sec.gov
Unio Capital LLCPrincetonNJ22Not listedNot listedNot listed$143.7 million$691.5 millionadviserinfo.sec.gov
Pine Valley InvestmentsMarltonNJ22Not listedNot listedNot listed$124 million$2.67 billionadviserinfo.sec.gov
Nitor Capital ManagementEnglewood CliffsNJ22Not listedNot listedNot listed$109.1 million$158.6 millionadviserinfo.sec.gov
Passaic Partners LLCNewarkNJ22Not listedNot listedNot listed$65.7 million$2.24 billionadviserinfo.sec.gov
Ridgewood Private Equity PartnersMontvaleNJ2Not listed2Not listedNot listed$53.9 millionNot listedadviserinfo.sec.gov
Lateral Capital ManagementJersey CityNJ2Not listedNot listed2Not listed$50 millionNot listedadviserinfo.sec.gov
Quiq Capital LLCUnionNJ2Not listedNot listedNot listedNot listed$48 millionNot listedadviserinfo.sec.gov
Sansone Advisors, LLCRumsonNJ22Not listedNot listedNot listed$47.9 millionNot listedadviserinfo.sec.gov
Mvolution Partners LLCSummitNJ2Not listedNot listedNot listedNot listed$38 millionNot listedadviserinfo.sec.gov
Embassy Asset Management LPShort HillsNJ211Not listedNot listed$34.2 million$774 millionadviserinfo.sec.gov
First Principles Investment Manager LLCBasking RidgeNJ2Not listedNot listedNot listedNot listed$30.3 millionNot listedadviserinfo.sec.gov
Harmony Capital Management LPPrincetonNJ2Not listed2Not listedNot listed$25.6 millionNot listedadviserinfo.sec.gov
Princeton Capital Management LLCRed BankNJ22Not listedNot listedNot listed$22.5 million$435.5 millionadviserinfo.sec.gov
BCS Private Wealth ManagementRumsonNJ2Not listedNot listedNot listedNot listed$17.9 million$469.7 millionadviserinfo.sec.gov
Fireweed Ventures Management, LLCSea GirtNJ2Not listedNot listed2Not listed$9 millionNot listedadviserinfo.sec.gov
Hudson Edge Investment Partners, Inc.Jersey CityNJ1Not listedNot listedNot listedNot listed$1.75 billion$2.95 billionadviserinfo.sec.gov
PrmimMount LaurelNJ1Not listedNot listedNot listedNot listed$1.54 billion$1.54 billionadviserinfo.sec.gov
Ashe Capital Management, LPEnglewood CliffsNJ11Not listedNot listedNot listed$1.04 billion$1.04 billionadviserinfo.sec.gov
Thames Capital Management, LLCRoselandNJ11Not listedNot listedNot listed$830.5 million$830.5 millionadviserinfo.sec.gov
Barnegat Fund Management Inc.HobokenNJ11Not listedNot listedNot listed$803.4 million$803.4 millionadviserinfo.sec.gov
Selkirk Management, LLCChathamNJ11Not listedNot listedNot listed$443 million$443 millionadviserinfo.sec.gov
Scientech Research LLCJersey CityNJ11Not listedNot listedNot listed$299.4 million$498.8 millionadviserinfo.sec.gov
West Horizon CapitalPrincetonNJ11Not listedNot listedNot listed$282.8 million$282.8 millionadviserinfo.sec.gov
Blueshift Asset ManagementRed BankNJ11Not listedNot listedNot listed$197.5 million$694.4 millionadviserinfo.sec.gov
Om Advisers LPSummitNJ11Not listedNot listedNot listed$189.5 million$189.5 millionadviserinfo.sec.gov
Jaffa Capital Management LLCCliftonNJ11Not listedNot listedNot listed$138.6 million$597.2 millionadviserinfo.sec.gov
Lexington Capital Management LPLakewoodNJ11Not listedNot listedNot listed$125.4 million$153.4 millionadviserinfo.sec.gov
Diamond Capital (US) LLCHackensackNJ1Not listedNot listedNot listedNot listed$123.9 millionNot listedadviserinfo.sec.gov
Demopolis Equity Management, LLCJersey CityNJ1Not listed1Not listedNot listed$122.9 millionNot listedadviserinfo.sec.gov
Bayard Asset Management LLCPrincetonNJ11Not listedNot listedNot listed$112.6 million$397.3 millionadviserinfo.sec.gov
Merchants Park GP, LLCChathamNJ11Not listedNot listedNot listed$88.1 millionNot listedadviserinfo.sec.gov
Three Bridges Capital, LPMonmouth BeachNJ11Not listedNot listedNot listed$88 million$175.5 millionadviserinfo.sec.gov
JWBC Management, LLCRamseyNJ11Not listedNot listedNot listed$87.8 millionNot listedadviserinfo.sec.gov
Pavise Capital Management LLCMahwahNJ11Not listedNot listedNot listed$86.8 millionNot listedadviserinfo.sec.gov
Sky Life Sciences Capital, LPPrincetonNJ11Not listedNot listedNot listed$80.9 millionNot listedadviserinfo.sec.gov
Woodmere Asset Management, LLCRed BankNJ11Not listedNot listedNot listed$65.7 millionNot listedadviserinfo.sec.gov
Koltai & Company Advisors, LLCRutherfordNJ11Not listedNot listedNot listed$62 millionNot listedadviserinfo.sec.gov
Upland Investment Advisors, LLCNew ProvidenceNJ1Not listed1Not listedNot listed$61 millionNot listedadviserinfo.sec.gov
Monimus Capital Management, LPWoodbridgeNJ11Not listedNot listedNot listed$57.5 million$204.2 millionadviserinfo.sec.gov
Newark Venture PartnersNewarkNJ1Not listedNot listed1Not listed$57.2 millionNot listedadviserinfo.sec.gov
Hubbadu Capital Management, LLCIselinNJ11Not listedNot listedNot listed$51.4 millionNot listedadviserinfo.sec.gov
Anova S. Tech LLCJersey CityNJ11Not listedNot listedNot listed$50.5 millionNot listedadviserinfo.sec.gov
Lord Abbett Private Credit Advisor LLCJersey CityNJ1Not listedNot listedNot listedNot listed$46.6 million$1.28 billionadviserinfo.sec.gov
Ridgeleigh CapitalSummitNJ11Not listedNot listedNot listed$46.3 million$1.03 billionadviserinfo.sec.gov
Manalapan Oracle Capital Management LLCRed BankNJ11Not listedNot listedNot listed$43.3 millionNot listedadviserinfo.sec.gov
Olesen Capital Management LLCJersey CityNJ11Not listedNot listedNot listed$40.2 millionNot listedadviserinfo.sec.gov
Anseres Capital Management, LLCJersey CityNJ11Not listedNot listedNot listed$39.2 millionNot listedadviserinfo.sec.gov
Pepin Capital Management, LLCRed BankNJ11Not listedNot listedNot listed$38 millionNot listedadviserinfo.sec.gov
Creative Climate Capital, LLCLong ValleyNJ1Not listedNot listedNot listedNot listed$25.4 millionNot listedadviserinfo.sec.gov
Empire Financial Management Company, LLCHolmdelNJ11Not listedNot listedNot listed$25 million$706 millionadviserinfo.sec.gov
Aurochs Capital FundSpartaNJ1Not listedNot listedNot listedNot listed$21 millionNot listedadviserinfo.sec.gov
Sax Wealth Advisors, LLCParsippanyNJ1Not listed1Not listedNot listed$19.3 million$3.60 billionadviserinfo.sec.gov
Emissary WealthHackensackNJ1Not listedNot listedNot listed1$18.5 million$185.1 millionadviserinfo.sec.gov
Grand Slam Asset Management, LLCEnglewood CliffsNJ11Not listedNot listedNot listed$17.4 million$35 millionadviserinfo.sec.gov
Goodhaven Capital ManagementMillburnNJ11Not listedNot listedNot listed$13 million$405.3 millionadviserinfo.sec.gov
CHP Management, Inc. Dba Cardinal PartnersPrincetonNJ1Not listedNot listed1Not listed$10.1 millionNot listedadviserinfo.sec.gov
Kubhera Enterprises LLCPrincetonNJ1Not listed1Not listedNot listed$5.7 million$275.5 millionadviserinfo.sec.gov
Astra Wealth PartnersJersey CityNJ11Not listedNot listedNot listed$4.3 million$268.4 millionadviserinfo.sec.gov
Ahara AdvisorsJersey CityNJ1Not listed1Not listedNot listed$2.9 million$185.4 millionadviserinfo.sec.gov
Moala Wallet LTDHolmdelNJ1Not listed1Not listedNot listed$2 millionNot listedadviserinfo.sec.gov
Zozotrade IncNewarkNJ1Not listed1Not listedNot listed$2 millionNot listedadviserinfo.sec.gov
Newport Capital Group, LLCRed BankNJ1Not listed1Not listedNot listed$1.8 million$1.28 billionadviserinfo.sec.gov
Vinance Realm LTDNewarkNJ1Not listed1Not listedNot listed$588,130Not listedadviserinfo.sec.gov
Short Cliffs Capital LLCShort HillsNJ11Not listedNot listedNot listed$500,000Not listedadviserinfo.sec.gov
Wellington Harbor Cap LTDNewarkNJ1Not listed1Not listedNot listed$330,900Not listedadviserinfo.sec.gov
Coban CapitalJersey CityNJ11Not listedNot listedNot listed$10,000Not listedadviserinfo.sec.gov
Able Wealth Management LLCToms RiverNJ11Not listedNot listedNot listedNot listed$579.5 millionadviserinfo.sec.gov
Flowstream Asset Management, LLCShort HillsNJ11Not listedNot listedNot listedNot listedNot listedadviserinfo.sec.gov
Mt Capital Partners LLCSomersetNJ11Not listedNot listedNot listedNot listedNot listedadviserinfo.sec.gov
Premier Path Wealth Partners, LLCMadisonNJ1Not listed1Not listedNot listedNot listed$1.22 billionadviserinfo.sec.gov
United Physicians FundClarkNJ11Not listedNot listedNot listedNot listedNot listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.